杰富瑞金融集团预测,印度一级市场在2025年上半年表现平淡后,将于下半年迎来强劲反弹,预计通过首次公开募股(IPO)募资规模最高可达180亿美元。其中最受瞩目的上市项目之一是塔塔资本,该公司正筹备一项高达20亿美元的IPO。其他备受关注的企业还包括ICICI保诚资产管理公司、印度国家证券托管有限公司、LG电子印度公司、电商公司Meesho Ltd.、券商平台Groww Invest Tech Pvt.以及眼镜制造商Lenskart Solutions Ltd.,涵盖金融服务、消费品和资本市场基础设施等多个领域。这一轮发行热潮有望让印度股市重现2024年的强劲势头。尽管面临美国关税威胁及近期与邻国巴基斯坦的冲突等不利因素,印度NSE Nifty 50指数依然接近去年底创下的历史高位。
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